1-949-706-3600
 |
Trusted Experts in Private Equity and Investment Banking
Integrity, Determination and Character
The Courtney Group, LLC is an investment banking firm with a focus on capital raising, sales of businesses, acquisitions of businesses and joint venture negotiations. We specialize in the consumer, chemical, financial services, healthcare, distribution, manufacturing, and technology sectors.
The Courtney Group, Incorporated makes private equity investments. We are different in our flexibility – we can make equity investments from $1 million to $200 million, and in our long time horizon – we can own a business for up to 20 years. We seek control equity investments in businesses with revenues of $10 million to $500 million and pre-tax earnings of $2 million to $50 million. We have invested in 22 companies since 1999, and our senior partners have completed over 150 investments. We often acquire businesses from sellers seeking to retire or entrepreneurs seeking a partner to help them reach the next level of success. Our goal is to be your trusted partner.
The Courtney Group team is comprised of partners and professionals with substantial operational experience. We are flexible with respect to our level of involvement and will provide support appropriate to a company's needs.
- History
In 1995, The Courtney Group opened its doors as a boutique investment bank with a focus on mergers & acquisitions and financings. The firm reflected our vision that, in a world of giant organizations providing an immense array of services, there was room for a small firm offering the highest levels of professionalism, expertise, integrity, and senior-level attention to clients and relationships. In sum: we offer big firm expertise without the big firm or the conflicts that come with it.
In 1999, we expanded into private equity investing, raising an initial pool of $150 million in capital from a single investor. In 2003, the firm moved its headquarters from New York City to Newport Beach, California and expanded our investor base substantially.
Today, we have seven senior professionals. We cover seven broad industry sectors and maintain relationships around the world with hundreds of investors, lenders, and clients.
From the start, we believed:
- The firm could help build successful companies supporting strong management teams
- In a world of ever larger firms, there is an opportunity for talented, entrepreneurial professionals with top-level personal relationships to offer outstanding advice on mergers and acquisitions (buy-side and sell-side), capital raising and capital strategies, and corporate divestitures.
- When conflicts of interest are front page news, an advisory partner able to provide objective advice and counsel without any pressure from competing agendas is a requirement.
- People matter to us, and working with the right people is critical to success in all our endeavors.
- Our Approach
Demonstrated Experience & Advice
“You take things with you from each experience you have. At Morgan Stanley, I learned about a commitment to clients and doing the highest quality job; at Alex. Brown, it was helping entrepreneurs like Bill Gates and Steve Jobs and a culture of entrepreneurial teamwork; at Wolfensohn, it was an intellectual approach to addressing the challenges of Fortune 500 companies; at Peers & Co., it was about negotiations across borders and how important it is to understand different cultures. At The Courtney Group, we have developed our expertise in financings and valuations, and we work to bring the best ideas and practices from our prior experiences to help the companies we work with."
Standing Out From the Crowd
“We are recognized experts in private equity, investment banking and valuations. Our approach of providing both private equity and investment banking services is a combination of strengthening the relationships we have built over hundreds of transactions, and the love of tackling complex challenges. We enjoy gathering information and synthesizing it. We thrive on working with companies to develop options and then figuring out which among them are optimal.”
How Do You Decide Whether To Be An Investor or Advisor?
“The people we work with tell us how they want to work with us. Once we start a project with a company as an investor or as an advisor, we stay with the approach we’ve developed.”
- Our Mission And Values
Mission
Our mission is to provide straightforward, unbiased advice and access to private capital for middle market companies in our target industry sectors.
Overview
The Courtney Group, LLC is an investment banking firm with a focus on capital raising, sales of businesses, acquisitions of businesses and joint venture negotiations. We specialize in the consumer, chemical, financial services, healthcare, distribution, manufacturing, and technology sectors.
The Courtney Group, Incorporated makes private equity investments. We are different in our flexibility – we can make equity investments from $1 million to $200 million, and in our long time horizon – we can own a business for up to 20 years. We seek control equity investments in businesses with revenues of $10 million to $500 million and pre-tax earnings of $2 million to $50 million. We have invested in 22 companies since 1999, and our senior partners have completed over 150 investments. We often acquire businesses from sellers seeking to retire or entrepreneurs seeking a partner to help them reach the next level of success. Our goal is to be your trusted partner.
The Courtney Group team is comprised of partners and professionals with substantial operational experience. We are flexible with respect to our level of involvement and will provide support appropriate to a company's needs.
- In The News
- Case Studies
The Courtney Group Leads Acquisition Of Peninsulators
San Jose, CA, September 8, 2020 – An investor group led by The Courtney Group, Incorporated has acquired a controlling interest in Peninsulators Inc. along with its affiliates...
Read moreThe Courtney Group Acquires Tenacore
Santa Ana, CA –February 14, 2020 An investor group led by The Courtney Group, Incorporated has acquired the medical device repair and service business of Tenacore Holdings, Inc. based in...
Read moreThe Courtney Group Advises FNB Bancorp on sale to TriCo Bancshares
NEWPORT BEACH, Calf. – The Courtney Group, LLC announced the acquisition of FNB Bancorp (NASDAQ: FNBG) by TriCo Bancshares (NASDAQ: TCBK) in a stock transaction valued at approximately $315.3 million...
Read moreFlojos Under New Ownership, Positions Brand For Continued Growth
The Courtney Group Acquires 30 Year-Old Sandal Brand Thousand Oaks, CA, Jan 9, 2017 – The Courtney Group, Inc. has acquired Flojos (“flo-hos”) a family owned business from husband/wife team Nellie...
Read moreThe Courtney Group Announces Acquisition and Financing of Henkel Corporation's Paper Chemicals and Construction and Processing Chemicals by GEO Chemicals
The Courtney Group, Incorporated announced the closing of the acquisition by GEO Chemicals, Inc. of the Paper Chemicals and Construction and Processing Chemicals Divisions of Henkel Corporation. The transaction was...
Read moreThe Courtney Group Completes Acquisition of The Input Technologies Division of Calcomp, a Subsidiary of Lockheed Martin
The Courtney Group, Incorporated announced the closing of the acquisition by GTCO Corporation of the Input Technologies Division of CalComp, Incorporated, a subsidiary of Lockheed Martin Corporation. The transaction was...
Read moreInvestment Banking - Case Study
Health Essentials A Healthcare Entrepreneur Seeks Liquidity and Partner to Reach the Next Level Health Essentials was founded by Kim Pham in 1996 to provide mobile nursing-care services. Over the succeeding 15...
Read morePrivate Equity - Case Study
BASTECH: Taking A Specialty Chemical Maker To The Next Level of Success The Courtney Group led the acquisition of Bastech, a maker of specialty chemicals for paper, industrial and mining industries...
Read moreOur Promise To You...
We promise our investment banking clients senior-level attention and the determination to see the investment banking assignments we accept through the entire process to successful completion. We promise our private equity partners, investors, lenders, advisors, and the companies in which we seek to invest transparency, responsiveness, and good faith dealing.
Our Pledge
At The Courtney Group, we pledge to provide you with the highest level of integrity and expertise; to recommend only what’s suitable for you and your situation; to give you senior-level personalized attention; and to stand by our work and our word.
| PROUD MEMBER OF: | ||
 |  |  |